Plant and equipment valuation app
Plant and machinery valuations for financiers mean walking a factory floor or a yard and identifying every item: make, model, serial number, year, hours and condition, then valuing it on the basis the instruction names — often both market value and an orderly or forced liquidation figure. An asset that cannot be matched to a serial plate is an asset the lender cannot rely on as security.
Built for financiers running teams of roughly 3–50 inspectors.
Sample P&E valuation report
An illustrative excerpt. The site, readings and findings are fictional; the layout is yours to set.
P&E valuation report
Schedule 1 — Mobile plant
- Client
- Sample Earthmoving Pty Ltd (fictional)
- Location
- Yard, 9 Industrial Way, Exampleton
- Bases
- Market value in continued use; orderly liquidation
| Item | Identification | Sighted |
|---|---|---|
| 20 t excavator | 2019 · SN EX-0042817 · 6,340 hrs | Sighted: Sighted |
| Skid steer loader | 2021 · SN SK-118204 · 1,980 hrs | Sighted: Sighted |
| Tipper truck | 2017 · VIN on register; plate not readable | Sighted: Verify |
| Tilt tray trailer | Listed on asset register; not on site | Sighted: Not sighted |
Fields captured on site
Your firm builds the form in-app, so these are a starting point rather than a fixed schema. Every field is captured on the device, with or without signal, and lands in the P&E valuation report where your template puts it.
Per item
- Description and category
- Make, model and serial or VIN
- Year of manufacture and hours or kilometres
- Condition rating
- Sighted / not sighted
Valuation
- Market value
- Orderly liquidation value
- Forced sale value (where instructed)
Context
- Asset register reference
- Encumbrance or finance notes
- Photographs of plate and item
Standards the report works to
- IVS 300Plant, Equipment and Infrastructure
- Covers identifying plant, its installation and whether it is valued in place or for removal.
- IVSInternational Valuation Standards — bases of value
- Separates market value from the liquidation premises a financier also asks for.
Load the standards you hold into your reference library and the drafted prose is written against them rather than against a general model.
How the P&E valuation report gets built
Capture it once, offline
Your firm builds the plant and equipment valuation form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your the subject property and its improvements
Enter the subject property and its improvements once, as a register. Every one of your comparable sales and adjustment lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The P&E valuation report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Reviewed before it leaves
You write the review framework: a checklist of what a P&E valuation report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs every time that template renders. Each finding comes back graded info, minor or major, quoting the sentence at fault, and a person accepts or dismisses every one.
Because the structured submission behind the report is held too, the review is a comparison rather than a proofread: The report describes a four-bedroom dwelling; the inspection form recorded three.
Checks a valuation framework usually carries
- Every section the panel instruction requires appears, in the required order
- Each adjustment traces to a comparable that is listed in the evidence
- The reconciliation supports the figure actually adopted
- Instruction basis, assumptions and disclaimers are stated in full
Questions
- Can an item be marked as listed but not sighted?
- Yes. Sighted or not sighted is a field on each item, and a visibility rule can ask for the explanation only when an item was not found, so the report lists exclusions with their reasons.
- Can each item carry several values on different bases?
- Yes. Each item row can hold a value per basis, and calculated fields total each column for the summary table.
- Can we capture plant on a site with no reception?
- Field capture, including photographs of identification plates, works offline and syncs when the device next has a connection.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other valuation work we cover
- Commercial property valuationsCommercial valuation report
- Construction cost to completeCost to complete report
- Quantity surveying progress claimsProgress claim report
- Residential property valuationsValuation report
- Rural property valuationsRural valuation report
- Stamp duty valuationsDuty valuation report
- Tax depreciation inspectionsDepreciation schedule
- Antique and collectable appraisalsAppraisal report
Other disciplines
Rebuild your P&E valuation report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.